Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zachariah? Claim Your ProfileZachariah Abercia is an investment advisor representative with Crossmark Global Investments, Inc., located in Houston, Texas. Zachariah holds Series 7TO, Series 63, and Series 65 licenses. Zachariah is a licensed securities professional who can provide investment advice and portfolio management services. Zachariah joined Crossmark Global Investments, Inc. in October 2023. Zachariah has prior experience with Hines Securities, Inc., and has been in the financial services industry since 2022.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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2
TX
12/02/2023 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
TX
04/11/2022 - 10/17/2023
HINES SECURITIES, INC. (HOUSTON TX)
IA
Issued 12/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/27/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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